Lido Advisors
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Lido Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Lido Advisors’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.31M Buy
7,122
+79
+1% +$14.8K ﹤0.01% 861
2025
Q4 		$1.24M Buy
7,043
+257
+4% +$45K ﹤0.01% 905
2025
Q3 		$1.19M Sell
6,786
-663
-9% -$113K ﹤0.01% 888
2025
Q2 		$1.23M Buy
7,449
+108
+1% +$17.1K ﹤0.01% 757
2025
Q1 		$1.18M Buy
7,341
+412
+6% +$67.4K 0.01% 709
2024
Q4 		$1.12M Sell
6,929
-20
-0.3% -$3.37K 0.01% 721
2024
Q3 		$1.17M Sell
6,949
-380
-5% -$60.4K 0.01% 648
2024
Q2 		$1.11M Buy
7,329
+347
+5% +$52.7K 0.01% 625
2024
Q1 		$1.09M Buy
6,982
+569
+9% +$83.5K 0.01% 618
2023
Q4 		$930K Sell
6,413
-1,088
-15% -$146K 0.01% 640
2023
Q3 		$982K Buy
7,501
+831
+12% +$115K 0.01% 548
2023
Q2 		$923K Buy
6,670
+831
+14% +$111K 0.01% 562
2023
Q1 		$783K Buy
5,839
+1,526
+35% +$212K 0.01% 539
2022
Q4 		$583K Sell
4,313
-88
-2% -$11.8K 0.01% 541
2022
Q3 		$535K Buy
4,401
+597
+16% +$80.8K 0.01% 532
2022
Q2 		$492K Sell
3,804
-427
-10% -$60.4K 0.01% 551
2022
Q1 		$633K Buy
4,231
+149
+4% +$21.9K 0.01% 527
2021
Q4 		$613K Buy
4,082
+241
+6% +$35.4K 0.01% 549
2021
Q3 		$536K Buy
3,841
+515
+15% +$73.2K 0.01% 569
2021
Q2 		$467K Sell
3,326
-26
-0.8% -$3.67K 0.01% 566
2021
Q1 		$452K Buy
3,352
+516
+18% +$66.1K 0.01% 532
2020
Q4 		$337K Sell
2,836
-1,807
-39% -$202K 0.01% 584
2020
Q3 		$471K Buy
4,643
+1,636
+54% +$166K 0.01% 394
2020
Q2 		$288K Hold
3,007
– – 0.01% 458
2020
Q1 		$244K Buy
3,007
+944
+46% +$102K 0.01% 465
2019
Q4 		$246K Hold
2,063
– – 0.01% 563
2019
Q3 		$233K Hold
2,063
– – 0.01% 510
2019
Q2 		$230K Sell
2,063
-10
-0.5% -$1.09K 0.01% 481
2019
Q1 		$224K Buy
+2,073
New +$218K 0.01% 467

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors's VOE Position: Q1 2026 in Review

Lido Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 1.1% in Q1 2026, buying an estimated $14.8K and bringing the position to 7,122 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Lido Advisors first reported a position in VOE in Q1 2019 and has held it in 29 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Lido Advisors held 7,122 shares of Vanguard Mid-Cap Value ETF worth $1.31M as of Q1 2026.
  • Lido Advisors bought 79 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $14.8K.
  • Vanguard Mid-Cap Value ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #861 holding.
  • Lido Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2019 and has held it in 29 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.